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Super Micro Stock Could Double, But One Risk Changes Everything

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated February 23, 2026

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Super Micro Computer (NASDAQ: SMCI) just posted triple-digit revenue growth, confirming massive AI demand. But shrinking margins are the real story. If profitability stabilizes and execution stays clean, this stock could warrant a dramatic rerating. If not, expectations may reset fast.

Stock prices used were the market prices of Feb. 13, 2026. The video was published on Feb. 20, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

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